In-Branch Banking Advisor: Growth & Solutions

HSBC Group; Stockport; Sur place; GBP 25 000 - 32 000; Plein temps

Résumé du poste

HSBC in Stockport is seeking a branch-based Personal Banking Advisor to meet the needs of Personal Banking and Advance customers and provide excellent in-branch service. You will use a structured sales approach to understand what matters to each customer and match them to HSBC products and services where regulation permits.

You will welcome customers, help acquire new-to-bank clients, and deepen relationships through consistent engagement across digital and multi-channel options, while

Qualifications

• Experience in a customer-facing sales and service role.
• Structured needs-based conversations and product recommendations.
• Ability to generate revenue through appropriate product sales.
• Build new customer relationships and deepen existing ones.
• Promote digital and multi-channel options for customers.
• Make referrals to specialist colleagues based on customer needs.
• Follow regulatory and policy requirements when selling products.

Responsabilités

• Welcome customers on branch entry and use structured conversations to understand their needs
• Acquiring new-to-bank customers through effective in-branch engagement
• Develop existing customer relationships by identifying opportunities to meet evolving banking needs
• Deliver consistently excellent customer experience and service where required
• Promote multi-channel engagement and guide customers to additional channels where appropriate
• Complete product sales except material risk products where regulation permits
• Apply the EDRAS based sales process to discover needs and recommend suitable solutions
• Provide referrals to Wealth Sales and Branch Specialists based on customer needs

Connaissances

Customer-facing sales

Needs-based conversations

Revenue generation

Relationship development

Digital & multi-channel

Regulatory compliance

Fraud vigilance

Description du poste

HSBC in Stockport is seeking a branch-based Personal Banking Advisor to meet the needs of Personal Banking and Advance customers and provide excellent in-branch service. You will use a structured sales approach to understand what matters to each customer and match them to HSBC products and services where regulation permits.

You will welcome customers, help acquire new-to-bank clients, and deepen relationships through consistent engagement across digital and multi-channel options, while